Scott Cunningham
Managing Partner at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
30 years
Number of Clients
65
Average Client Size
$250,000
Member Since
2024
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I am always accessible and available to solve problems.
Clientele
Services Provided
Investment Planning
Investment Management
Retirement Planning
Business Retirement Solutions
Specialties and Expertise
Credentials and Designations
Certified Private Wealth Advisor®
Click to learn more
Pricing Models
Education
Exit Planning Institute
Certified Exit Planning Advisor
Obtained in 2023
University of Chicago , Booth School of Business
Certified Private Wealth Advisor
Obtained in 2016
University of California, Sacramento
BA in Mechanical Engineering
Obtained in 1989
Previous Work Experience
FAMILY WEALTH MANAGEMENT
Managing Partner - Investment Officer
2022 - Present
Wells Fargo Advisors
Senior Vice President
2011 - 2022
Morgan Stanley
Vice President
1994 - 2011
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested